Sym Financial Corporation

Latest statistics and disclosures from SYM FINANCIAL Corp's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for SYM FINANCIAL Corp

SYM FINANCIAL Corp holds 414 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 25.9 $252M 6.6M 38.11
 View chart
Wisdomtree Tr Internationl Efi (NTSI) 11.0 $107M 2.4M 44.09
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 10.2 $99M +2% 559k 177.37
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $86M 256k 335.27
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 8.4 $82M 3.6M 23.02
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $31M +16% 1.2M 26.23
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $16M -9% 207k 75.44
 View chart
Apple (AAPL) 1.4 $14M 50k 271.86
 View chart
Dow (DOW) 1.3 $13M 549k 23.38
 View chart
NVIDIA Corporation (NVDA) 1.2 $12M +2% 64k 186.50
 View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.2 $12M -3% 120k 97.76
 View chart
Ishares Tr Core Msci Eafe (IEFA) 1.0 $9.7M -2% 108k 89.46
 View chart
Microsoft Corporation (MSFT) 1.0 $9.7M -3% 20k 483.62
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $8.8M +2% 63k 141.06
 View chart
Eli Lilly & Co. (LLY) 0.7 $7.0M +2% 6.6k 1074.67
 View chart
Amazon (AMZN) 0.6 $5.9M +4% 26k 230.82
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.6M +10% 18k 313.00
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $5.6M -8% 90k 62.47
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $5.5M +4% 118k 46.80
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.6 $5.4M +6% 45k 118.75
 View chart
Broadcom (AVGO) 0.5 $4.8M 14k 346.10
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $4.5M +47% 102k 44.41
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $3.9M 154k 25.08
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $3.6M 11k 322.23
 View chart
Meta Platforms Cl A (META) 0.4 $3.5M +2% 5.4k 660.13
 View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.3 $3.4M 24k 143.25
 View chart
Wal-Mart Stores (WMT) 0.3 $2.9M +3% 26k 111.41
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.9M +4% 29k 99.88
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.3M +5% 3.4k 681.95
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $2.3M -3% 4.0k 570.84
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.2M +2% 15k 148.98
 View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $2.1M +4% 44k 48.70
 View chart
Ge Aerospace Com New (GE) 0.2 $2.1M +3% 6.7k 308.03
 View chart
Tesla Motors (TSLA) 0.2 $2.1M +12% 4.6k 449.72
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $1.8M 13k 141.49
 View chart
Johnson & Johnson (JNJ) 0.2 $1.8M -3% 8.6k 206.95
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.7M +6% 17k 100.34
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M +9% 3.3k 502.65
 View chart
Oracle Corporation (ORCL) 0.2 $1.5M +12% 7.8k 194.90
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.5M +4% 3.8k 396.31
 View chart
Cisco Systems (CSCO) 0.2 $1.5M +83% 19k 77.03
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.4M +42% 30k 46.81
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M +7% 4.5k 313.78
 View chart
Exxon Mobil Corporation (XOM) 0.1 $1.4M +9% 11k 120.34
 View chart
Norfolk Southern (NSC) 0.1 $1.3M 4.6k 288.72
 View chart
Amphenol Corp Cl A (APH) 0.1 $1.3M 9.4k 135.14
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.2M -5% 43k 27.43
 View chart
Pepsi (PEP) 0.1 $1.1M +5% 8.0k 143.53
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M -16% 1.5k 753.78
 View chart
Targa Res Corp (TRGP) 0.1 $1.1M 6.1k 184.50
 View chart
Lakeland Financial Corporation (LKFN) 0.1 $1.1M -2% 19k 57.06
 View chart
Ge Vernova (GEV) 0.1 $1.1M 1.7k 653.57
 View chart
Booking Holdings (BKNG) 0.1 $1.1M 201.00 5355.33
 View chart
Micron Technology (MU) 0.1 $1.1M +7% 3.8k 285.41
 View chart
Visa Com Cl A (V) 0.1 $1.1M -13% 3.0k 350.67
 View chart
Chubb (CB) 0.1 $999k +45% 3.2k 312.12
 View chart
Servicenow (NOW) 0.1 $949k +582% 6.2k 153.19
 View chart
Snowflake Com Shs (SNOW) 0.1 $938k +28% 4.3k 219.36
 View chart
Costco Wholesale Corporation (COST) 0.1 $905k -21% 1.0k 862.47
 View chart
Comfort Systems USA (FIX) 0.1 $903k +11% 968.00 933.29
 View chart
Jabil Circuit (JBL) 0.1 $899k 3.9k 228.02
 View chart
UnitedHealth (UNH) 0.1 $890k -7% 2.7k 330.16
 View chart
Merck & Co (MRK) 0.1 $873k -6% 8.3k 105.25
 View chart
General Motors Company (GM) 0.1 $873k +2% 11k 81.32
 View chart
Lam Research Corp Com New (LRCX) 0.1 $856k -30% 5.0k 171.18
 View chart
Abbvie (ABBV) 0.1 $856k -14% 3.7k 228.52
 View chart
Cummins (CMI) 0.1 $824k +2% 1.6k 510.45
 View chart
Centene Corporation (CNC) 0.1 $813k +123% 20k 41.15
 View chart
Agilent Technologies Inc C ommon (A) 0.1 $792k -3% 5.8k 136.07
 View chart
International Business Machines (IBM) 0.1 $787k 2.7k 296.21
 View chart
Atlassian Corporation Cl A (TEAM) 0.1 $785k NEW 4.8k 162.14
 View chart
PG&E Corporation (PCG) 0.1 $775k +116% 48k 16.07
 View chart
Tapestry (TPR) 0.1 $771k -7% 6.0k 127.77
 View chart
Kla Corp Com New (KLAC) 0.1 $741k 610.00 1214.84
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $734k +16% 4.1k 177.75
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $729k +28% 1.2k 627.04
 View chart
Advanced Micro Devices (AMD) 0.1 $723k +17% 3.4k 214.16
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $722k 22k 32.62
 View chart
Home Depot (HD) 0.1 $711k -12% 2.1k 344.13
 View chart
Intel Corporation (INTC) 0.1 $706k -6% 19k 36.90
 View chart
Applied Materials (AMAT) 0.1 $693k +2% 2.7k 256.95
 View chart
J.B. Hunt Transport Services (JBHT) 0.1 $690k +32% 3.6k 194.34
 View chart
Edison International (EIX) 0.1 $688k +88% 12k 60.02
 View chart
Intuit (INTU) 0.1 $684k -18% 1.0k 662.42
 View chart
Citigroup Com New (C) 0.1 $678k 5.8k 116.69
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $670k +3% 1.9k 349.99
 View chart
RPM International (RPM) 0.1 $668k -18% 6.4k 104.00
 View chart
PNC Financial Services (PNC) 0.1 $667k -6% 3.2k 208.73
 View chart
Xcel Energy (XEL) 0.1 $656k -2% 8.9k 73.86
 View chart
Western Digital (WDC) 0.1 $655k +6% 3.8k 172.27
 View chart
Bristol Myers Squibb (BMY) 0.1 $654k +60% 12k 53.94
 View chart
Arista Networks Com Shs (ANET) 0.1 $651k +5% 5.0k 131.03
 View chart
Veeva Sys Cl A Com (VEEV) 0.1 $644k -6% 2.9k 223.23
 View chart
Copart (CPRT) 0.1 $639k -7% 16k 39.15
 View chart
Illumina (ILMN) 0.1 $636k +5% 4.9k 131.16
 View chart
Netflix (NFLX) 0.1 $626k +905% 6.7k 93.76
 View chart
FedEx Corporation (FDX) 0.1 $619k +11% 2.1k 288.91
 View chart
Roblox Corp Cl A (RBLX) 0.1 $618k 7.6k 81.03
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $616k -19% 2.8k 219.78
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $612k 15k 39.59
 View chart
Ametek (AME) 0.1 $609k +5% 3.0k 205.31
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $607k 18k 34.46
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $607k +95% 14k 44.71
 View chart
Caterpillar (CAT) 0.1 $600k +6% 1.0k 572.72
 View chart
McDonald's Corporation (MCD) 0.1 $599k -2% 2.0k 305.62
 View chart
Chevron Corporation (CVX) 0.1 $595k -21% 3.9k 152.42
 View chart
Verisk Analytics (VRSK) 0.1 $589k +42% 2.6k 223.69
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $584k 951.00 614.39
 View chart
Union Pacific Corporation (UNP) 0.1 $579k +27% 2.5k 231.36
 View chart
Incyte Corporation (INCY) 0.1 $575k +5% 5.8k 98.77
 View chart
Aon Shs Cl A (AON) 0.1 $575k +27% 1.6k 352.82
 View chart
IDEXX Laboratories (IDXX) 0.1 $569k -4% 841.00 676.53
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $568k +48% 2.1k 268.30
 View chart
Coca-Cola Company (KO) 0.1 $568k 8.1k 69.91
 View chart
Monster Beverage Corp (MNST) 0.1 $566k +14% 7.4k 76.67
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $565k +6% 2.8k 198.64
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $562k +9% 17k 32.75
 View chart
Cme (CME) 0.1 $560k +3% 2.1k 273.08
 View chart
Wec Energy Group (WEC) 0.1 $551k -2% 5.2k 105.46
 View chart
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $543k -2% 4.7k 115.76
 View chart
Zoom Communications Cl A (ZM) 0.1 $543k +33% 6.3k 86.29
 View chart
Bank of America Corporation (BAC) 0.1 $542k -10% 9.8k 55.00
 View chart
Danaher Corporation (DHR) 0.1 $541k +8% 2.4k 228.92
 View chart
Wells Fargo & Company (WFC) 0.1 $525k +4% 5.6k 93.19
 View chart
Thermo Fisher Scientific (TMO) 0.1 $524k +2% 904.00 579.71
 View chart
At&t (T) 0.1 $524k 21k 24.84
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $520k 486.00 1069.86
 View chart
Medtronic SHS (MDT) 0.1 $503k -3% 5.2k 96.06
 View chart
Travelers Companies (TRV) 0.1 $500k 1.7k 290.06
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $499k +3% 4.9k 102.54
 View chart
Stryker Corporation (SYK) 0.1 $491k 1.4k 351.47
 View chart
3M Company (MMM) 0.1 $491k +3% 3.1k 160.10
 View chart
Capital One Financial (COF) 0.0 $481k +24% 2.0k 242.36
 View chart
Freeport-mcmoran CL B (FCX) 0.0 $477k +58% 9.4k 50.79
 View chart
Chipotle Mexican Grill (CMG) 0.0 $470k +67% 13k 37.00
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $464k 6.9k 67.22
 View chart
Procter & Gamble Company (PG) 0.0 $463k -29% 3.2k 143.31
 View chart
Blackrock (BLK) 0.0 $462k +2% 432.00 1069.97
 View chart
Expedia Group Com New (EXPE) 0.0 $452k +4% 1.6k 283.31
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $451k 746.00 605.01
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $449k +31% 582.00 771.87
 View chart
Ralph Lauren Corp Cl A (RL) 0.0 $446k +2% 1.3k 353.61
 View chart
Steel Dynamics (STLD) 0.0 $444k 2.6k 169.47
 View chart
Ishares Tr Yld Optim Bd (BYLD) 0.0 $441k 19k 22.77
 View chart
Airbnb Com Cl A (ABNB) 0.0 $438k +65% 3.2k 135.72
 View chart
Halliburton Company (HAL) 0.0 $437k +9% 16k 28.26
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.0 $436k 5.5k 78.67
 View chart
Cincinnati Financial Corporation (CINF) 0.0 $435k 2.7k 163.32
 View chart
Toll Brothers (TOL) 0.0 $433k 3.2k 135.22
 View chart
O'reilly Automotive (ORLY) 0.0 $430k +2% 4.7k 91.21
 View chart
Progressive Corporation (PGR) 0.0 $429k +9% 1.9k 227.72
 View chart
Synchrony Financial (SYF) 0.0 $429k 5.1k 83.43
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $429k 3.6k 119.75
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $428k 13k 34.21
 View chart
Natera (NTRA) 0.0 $421k +9% 1.8k 229.09
 View chart
Gilead Sciences (GILD) 0.0 $415k +4% 3.4k 122.75
 View chart
Howmet Aerospace (HWM) 0.0 $413k 2.0k 205.02
 View chart
Novartis Sponsored Adr (NVS) 0.0 $412k +5% 3.0k 137.87
 View chart
Banco Santander Sa Adr (SAN) 0.0 $412k 35k 11.73
 View chart
Altria (MO) 0.0 $410k -16% 7.1k 57.66
 View chart
Natwest Group Spons Adr (NWG) 0.0 $405k 23k 17.50
 View chart
Martin Marietta Materials (MLM) 0.0 $403k 647.00 622.66
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $401k 1.3k 303.89
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.0 $398k -32% 3.5k 113.10
 View chart
Vertiv Holdings Com Cl A (VRT) 0.0 $396k +3% 2.4k 162.01
 View chart
Roper Industries (ROP) 0.0 $394k NEW 885.00 445.13
 View chart
Trane Technologies SHS (TT) 0.0 $391k -6% 1.0k 389.20
 View chart
Ecolab (ECL) 0.0 $391k -2% 1.5k 262.52
 View chart
MarketAxess Holdings (MKTX) 0.0 $390k NEW 2.1k 181.25
 View chart
Rollins (ROL) 0.0 $389k +5% 6.5k 60.02
 View chart
Abbott Laboratories (ABT) 0.0 $388k -18% 3.1k 125.29
 View chart
Citizens Financial (CFG) 0.0 $387k +11% 6.6k 58.41
 View chart
salesforce (CRM) 0.0 $385k -10% 1.5k 264.91
 View chart
Transunion (TRU) 0.0 $383k -5% 4.5k 85.75
 View chart
Walt Disney Company (DIS) 0.0 $381k +5% 3.4k 113.75
 View chart
Gartner (IT) 0.0 $380k NEW 1.5k 252.28
 View chart
Goldman Sachs (GS) 0.0 $379k +4% 431.00 879.65
 View chart
Lockheed Martin Corporation (LMT) 0.0 $379k +24% 783.00 483.90
 View chart
Hldgs (UAL) 0.0 $378k +5% 3.4k 111.82
 View chart
Valero Energy Corporation (VLO) 0.0 $376k 2.3k 162.79
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $373k +3% 618.00 603.28
 View chart
Iqvia Holdings (IQV) 0.0 $372k +9% 1.7k 225.41
 View chart
Linde SHS (LIN) 0.0 $372k -28% 872.00 426.39
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $371k 3.3k 113.72
 View chart
Verisign (VRSN) 0.0 $365k -7% 1.5k 242.95
 View chart
Ciena Corp Com New (CIEN) 0.0 $363k +4% 1.6k 233.87
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $363k +8% 5.2k 69.40
 View chart
United Parcel Service CL B (UPS) 0.0 $358k NEW 3.6k 99.19
 View chart
Intercontinental Exchange (ICE) 0.0 $354k 2.2k 161.96
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $351k 2.9k 123.24
 View chart
Verizon Communications (VZ) 0.0 $348k +5% 8.6k 40.73
 View chart
General Dynamics Corporation (GD) 0.0 $346k +3% 1.0k 336.66
 View chart
Mongodb Cl A (MDB) 0.0 $346k +6% 824.00 419.69
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $346k +4% 1.4k 250.31
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $342k +3% 1.2k 290.22
 View chart
Teleflex Incorporated (TFX) 0.0 $341k -11% 2.8k 122.04
 View chart
State Street Corporation (STT) 0.0 $339k 2.6k 129.01
 View chart
Northrop Grumman Corporation (NOC) 0.0 $339k 594.00 570.46
 View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $338k +2% 21k 15.86
 View chart
TJX Companies (TJX) 0.0 $338k +32% 2.2k 153.61
 View chart
Ishares Msci World Etf (URTH) 0.0 $336k +17% 1.8k 185.75
 View chart
Paypal Holdings (PYPL) 0.0 $335k +46% 5.7k 58.38
 View chart
Raytheon Technologies Corp (RTX) 0.0 $335k +19% 1.8k 183.42
 View chart
Charles Schwab Corporation (SCHW) 0.0 $334k 3.3k 99.91
 View chart
Las Vegas Sands (LVS) 0.0 $329k NEW 5.1k 65.09
 View chart
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $326k 45k 7.32
 View chart
Phillips 66 (PSX) 0.0 $325k +17% 2.5k 129.02
 View chart
Federated Hermes CL B (FHI) 0.0 $323k -7% 6.2k 52.07
 View chart
Philip Morris International (PM) 0.0 $323k -9% 2.0k 160.40
 View chart
Qualcomm (QCOM) 0.0 $321k +9% 1.9k 171.09
 View chart
Sony Group Corp Sponsored Adr (SONY) 0.0 $319k 13k 25.60
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $319k 14k 23.31
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $316k +3% 18k 17.35
 View chart
Becton, Dickinson and (BDX) 0.0 $314k +28% 1.6k 194.07
 View chart
Technipfmc (FTI) 0.0 $314k +5% 7.0k 44.56
 View chart
Carlyle Group (CG) 0.0 $313k -26% 5.3k 59.11
 View chart
Analog Devices (ADI) 0.0 $312k +2% 1.2k 271.20
 View chart
Ssga Active Etf Tr State Street Dou (TOTL) 0.0 $312k 7.7k 40.25
 View chart
CVS Caremark Corporation (CVS) 0.0 $310k 3.9k 79.35
 View chart
Devon Energy Corporation (DVN) 0.0 $306k +2% 8.4k 36.63
 View chart
Barclays Adr (BCS) 0.0 $306k 12k 25.45
 View chart
Hf Sinclair Corp (DINO) 0.0 $305k +3% 6.6k 46.08
 View chart
D.R. Horton (DHI) 0.0 $302k +19% 2.1k 144.04
 View chart
Ishares Tr Global Equity (GLOF) 0.0 $301k 5.7k 52.78
 View chart
American Tower Reit (AMT) 0.0 $301k NEW 1.7k 175.57
 View chart
Ferguson Enterprises Common Stock New (FERG) 0.0 $300k -2% 1.3k 222.63
 View chart
Lincoln National Corporation (LNC) 0.0 $299k 6.7k 44.53
 View chart
GSK Sponsored Adr (GSK) 0.0 $296k 6.0k 49.04
 View chart
Evergy (EVRG) 0.0 $293k 4.0k 72.49
 View chart
Textron (TXT) 0.0 $293k +19% 3.4k 87.17
 View chart
Crown Holdings (CCK) 0.0 $291k -12% 2.8k 102.97
 View chart
Alnylam Pharmaceuticals (ALNY) 0.0 $290k +8% 729.00 397.65
 View chart
MasTec (MTZ) 0.0 $289k 1.3k 217.37
 View chart
Neurocrine Biosciences (NBIX) 0.0 $289k +15% 2.0k 141.83
 View chart
Tyler Technologies (TYL) 0.0 $288k +7% 635.00 453.95
 View chart
Doordash Cl A (DASH) 0.0 $285k -37% 1.3k 226.48
 View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.0 $285k +7% 6.2k 45.57
 View chart
ConocoPhillips (COP) 0.0 $284k +9% 3.0k 93.61
 View chart
Manhattan Associates (MANH) 0.0 $282k -5% 1.6k 173.31
 View chart
Exelixis (EXEL) 0.0 $281k +20% 6.4k 43.83
 View chart
Autodesk (ADSK) 0.0 $281k +35% 948.00 296.01
 View chart
Best Buy (BBY) 0.0 $281k +48% 4.2k 66.93
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $280k +2% 3.0k 94.16
 View chart
Zscaler Incorporated (ZS) 0.0 $280k -9% 1.2k 224.92
 View chart
Select Sector Spdr Tr State Street Con (XLY) 0.0 $279k +57% 2.3k 119.41
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $278k -4% 7.3k 38.00
 View chart
Fortinet (FTNT) 0.0 $277k +27% 3.5k 79.41
 View chart
Axis Cap Hldgs SHS (AXS) 0.0 $277k 2.6k 107.09
 View chart
CRH Ord (CRH) 0.0 $276k +2% 2.2k 124.80
 View chart
Lincoln Electric Holdings (LECO) 0.0 $276k +3% 1.2k 239.64
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $273k 1.3k 212.07
 View chart
Draftkings Com Cl A (DKNG) 0.0 $272k NEW 7.9k 34.46
 View chart
CarMax (KMX) 0.0 $270k NEW 7.0k 38.64
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $269k NEW 9.0k 29.89
 View chart
Kroger (KR) 0.0 $269k 4.3k 62.48
 View chart
BioMarin Pharmaceutical (BMRN) 0.0 $269k 4.5k 59.43
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $268k +6% 2.3k 116.09
 View chart
Sap Se Spon Adr (SAP) 0.0 $268k -17% 1.1k 242.91
 View chart
UGI Corporation (UGI) 0.0 $264k 7.0k 37.43
 View chart
Northern Trust Corporation (NTRS) 0.0 $263k +6% 1.9k 136.59
 View chart
Huntington Ingalls Inds (HII) 0.0 $262k NEW 770.00 340.07
 View chart
Marsh & McLennan Companies 0.0 $262k +39% 1.4k 185.52
 View chart
Royal Gold (RGLD) 0.0 $261k +3% 1.2k 222.29
 View chart
Valley National Ban (VLY) 0.0 $261k 22k 11.68
 View chart
Evercore Class A (EVR) 0.0 $258k 759.00 340.25
 View chart
Eaton Corp SHS (ETN) 0.0 $256k 805.00 318.51
 View chart
United Therapeutics Corporation (UTHR) 0.0 $256k NEW 526.00 487.25
 View chart
Wabtec Corporation (WAB) 0.0 $256k +2% 1.2k 213.45
 View chart
Anthem (ELV) 0.0 $254k NEW 725.00 350.55
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $253k 15k 16.49
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $252k +16% 5.9k 42.94
 View chart
Axalta Coating Sys (AXTA) 0.0 $251k NEW 7.8k 32.31
 View chart
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $250k -32% 16k 15.59
 View chart
PIMCO Corporate Opportunity Fund (PTY) 0.0 $248k +3% 19k 12.90
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $246k +3% 5.4k 45.45
 View chart
Cintas Corporation (CTAS) 0.0 $244k -3% 1.3k 188.07
 View chart
Etsy (ETSY) 0.0 $243k -12% 4.4k 55.44
 View chart
Lowe's Companies (LOW) 0.0 $240k NEW 995.00 241.16
 View chart
Unilever Spon Adr New (UL) 0.0 $236k NEW 3.6k 65.40
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $235k 1.7k 141.07
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $233k 781.00 298.38
 View chart
Medpace Hldgs (MEDP) 0.0 $231k NEW 412.00 561.65
 View chart
American Electric Power Company (AEP) 0.0 $230k 2.0k 115.33
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $230k +4% 1.2k 191.56
 View chart
Amgen (AMGN) 0.0 $229k -39% 700.00 327.39
 View chart
Entergy Corporation (ETR) 0.0 $229k 2.5k 92.43
 View chart
First Tr Exchng Traded Fd Vi Confluence Bdc (FBDC) 0.0 $229k 12k 19.39
 View chart
Ameriprise Financial (AMP) 0.0 $229k NEW 467.00 490.34
 View chart
Hilton Worldwide Holdings (HLT) 0.0 $229k 796.00 287.25
 View chart
Uber Technologies (UBER) 0.0 $228k -57% 2.8k 81.71
 View chart
Us Bancorp Del Com New (USB) 0.0 $227k NEW 4.3k 53.36
 View chart
Waste Management (WM) 0.0 $227k -7% 1.0k 219.71
 View chart
Allstate Corporation (ALL) 0.0 $226k +8% 1.1k 208.08
 View chart
First Horizon National Corporation (FHN) 0.0 $226k 9.4k 23.90
 View chart
Emcor (EME) 0.0 $225k +9% 367.00 611.79
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $224k 869.00 257.90
 View chart
Pfizer (PFE) 0.0 $223k -25% 9.0k 24.90
 View chart
Nucor Corporation (NUE) 0.0 $221k NEW 1.4k 163.11
 View chart
Garmin SHS (GRMN) 0.0 $217k -17% 1.1k 202.85
 View chart
AutoZone (AZO) 0.0 $217k -25% 64.00 3391.50
 View chart
Abercrombie & Fitch Cl A (ANF) 0.0 $217k NEW 1.7k 125.87
 View chart
Nextera Energy (NEE) 0.0 $216k NEW 2.7k 80.28
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $216k 8.0k 26.91
 View chart
Oshkosh Corporation (OSK) 0.0 $215k 1.7k 125.63
 View chart
Haemonetics Corporation (HAE) 0.0 $213k NEW 2.7k 80.15
 View chart
Ubs Group SHS (UBS) 0.0 $213k NEW 4.6k 46.31
 View chart
Zoetis Cl A (ZTS) 0.0 $210k -31% 1.7k 125.83
 View chart
Lyft Cl A Com (LYFT) 0.0 $210k +6% 11k 19.37
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $209k -2% 4.1k 50.59
 View chart
Automatic Data Processing (ADP) 0.0 $208k -2% 807.00 257.30
 View chart
McKesson Corporation (MCK) 0.0 $208k NEW 253.00 820.29
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $207k NEW 3.6k 56.62
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $206k NEW 363.00 566.36
 View chart
Penumbra (PEN) 0.0 $206k NEW 661.00 310.91
 View chart
Tenet Healthcare Corp Com New (THC) 0.0 $206k -12% 1.0k 198.72
 View chart
Te Connectivity Ord Shs (TEL) 0.0 $205k 902.00 227.51
 View chart
Teradyne (TER) 0.0 $205k NEW 1.1k 193.56
 View chart
MPLX Com Unit Rep Ltd (MPLX) 0.0 $204k NEW 3.8k 53.37
 View chart
Electronic Arts (EA) 0.0 $204k NEW 998.00 204.33
 View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.0 $204k NEW 7.7k 26.34
 View chart
Hca Holdings (HCA) 0.0 $204k NEW 436.00 466.86
 View chart
Ss&c Technologies Holding (SSNC) 0.0 $203k 2.3k 87.42
 View chart
Charter Communications Inc N Cl A (CHTR) 0.0 $200k -24% 960.00 208.75
 View chart
Dover Corporation (DOV) 0.0 $200k NEW 1.0k 195.24
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $196k +100% 1.4k 143.97
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $195k -22% 5.9k 33.08
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $187k 1.3k 148.69
 View chart
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $183k +100% 3.5k 52.72
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $182k 2.1k 86.25
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $172k 353.00 487.86
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $170k +51% 359.00 473.33
 View chart
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $166k -28% 1.1k 155.12
 View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $162k 1.0k 156.63
 View chart
Blue Owl Capital Com Cl A (OWL) 0.0 $158k NEW 11k 14.94
 View chart
Adt (ADT) 0.0 $157k +9% 19k 8.07
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $152k -32% 981.00 154.80
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $146k +31% 695.00 210.34
 View chart
Nomura Hldgs Sponsored Adr (NMR) 0.0 $128k +6% 15k 8.39
 View chart
DNP Select Income Fund (DNP) 0.0 $127k 13k 9.99
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $121k +30% 1.6k 74.17
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $116k -11% 3.8k 30.07
 View chart
Ishares Msci Emrg Chn (EMXC) 0.0 $115k -9% 1.6k 72.68
 View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.0 $114k 2.0k 57.14
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $110k -62% 527.00 209.12
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $106k 500.00 211.79
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $103k -23% 318.00 323.00
 View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $100k 1.7k 60.73
 View chart
Wendy's/arby's Group (WEN) 0.0 $100k -19% 12k 8.33
 View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $96k +30% 933.00 103.36
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $93k 676.00 136.97
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $91k 454.00 199.57
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $89k +5% 17k 5.30
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $79k 2.9k 27.21
 View chart
Gabelli Equity Trust (GAB) 0.0 $74k +2% 12k 6.17
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $74k +12% 299.00 246.16
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $72k +23% 1.4k 49.91
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $66k 178.00 372.46
 View chart
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $65k 1.2k 54.77
 View chart
Ishares Tr International Sl (ISCF) 0.0 $63k 1.5k 41.48
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $61k 815.00 74.88
 View chart
Grab Holdings Class A Ord (GRAB) 0.0 $56k 11k 4.99
 View chart
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $54k NEW 524.00 102.21
 View chart
Wipro Spon Adr 1 Sh (WIT) 0.0 $48k +12% 17k 2.84
 View chart
Ishares Tr Us Consm Staples (IYK) 0.0 $45k -49% 679.00 66.89
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $44k +240% 228.00 190.99
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $43k -9% 462.00 93.08
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $42k 894.00 46.59
 View chart
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $39k NEW 500.00 77.74
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $38k 1.1k 36.06
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $37k 725.00 50.86
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $35k NEW 468.00 74.22
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $33k 442.00 75.05
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.0 $32k -40% 150.00 214.69
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $32k 334.00 96.03
 View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $32k -12% 466.00 68.14
 View chart
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $30k NEW 365.00 82.48
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $30k -86% 455.00 66.00
 View chart
Ishares Tr Global Mater Etf (MXI) 0.0 $29k 298.00 96.57
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $27k +40% 281.00 96.88
 View chart
Vanguard World Financials Etf (VFH) 0.0 $26k -78% 196.00 133.49
 View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $26k +55% 214.00 121.28
 View chart
Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $26k 472.00 54.85
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.0 $26k NEW 362.00 71.41
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $25k 83.00 302.04
 View chart
Ishares Tr Global Reit Etf (REET) 0.0 $24k 948.00 24.95
 View chart
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $23k NEW 282.00 79.84
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $23k NEW 100.00 224.67
 View chart
Select Sector Spdr Tr State Street Com (XLC) 0.0 $21k -83% 175.00 117.72
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $20k -24% 475.00 41.93
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $19k NEW 395.00 49.22
 View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $19k 228.00 82.73
 View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $18k 178.00 101.01
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $18k 254.00 69.67
 View chart
Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $16k 299.00 51.80
 View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $14k NEW 295.00 45.89
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $13k -2% 234.00 53.76
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $12k -89% 101.00 120.18
 View chart
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $12k +100% 276.00 42.69
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $11k 200.00 57.24
 View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $7.7k NEW 338.00 22.64
 View chart
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $7.6k NEW 175.00 43.33
 View chart
Select Sector Spdr Tr State Street Con (XLP) 0.0 $6.6k 85.00 77.68
 View chart
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $5.2k 120.00 43.43
 View chart
Ishares Tr Investment Grade (IGEB) 0.0 $5.1k NEW 112.00 45.66
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $4.6k NEW 112.00 41.36
 View chart
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $3.5k 86.00 40.35
 View chart
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $2.7k -55% 60.00 45.35
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $2.7k 25.00 107.12
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $2.5k 50.00 50.50
 View chart
Ishares Cur Hd Msci Em (HEEM) 0.0 $2.5k NEW 72.00 34.76
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.9k NEW 25.00 77.52
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.6k 25.00 65.12
 View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $1.6k NEW 35.00 45.83
 View chart
Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $1.3k NEW 24.00 55.21
 View chart

Past Filings by SYM FINANCIAL Corp

SEC 13F filings are viewable for SYM FINANCIAL Corp going back to 2017

View all past filings